AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$566K
3
+$545K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$529K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$482K

Top Sells

1
+$486K
2
+$383K
3
+$332K
4
VTRS icon
Viatris
VTRS
+$300K
5
MMM icon
3M
MMM
+$276K

Sector Composition

1 Healthcare 8.94%
2 Technology 7.78%
3 Financials 4.82%
4 Industrials 4.6%
5 Real Estate 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 7.73%
276,035
+2,192
2
$9.21M 3.89%
183,661
-3,987
3
$8.87M 3.74%
530,869
+14,815
4
$6.62M 2.79%
40,157
+886
5
$6.3M 2.66%
46,588
+2,070
6
$5.78M 2.44%
21,622
+1,797
7
$5.29M 2.23%
109,809
-2,325
8
$5.14M 2.17%
37,213
-1,913
9
$4.42M 1.86%
173,868
+5,513
10
$3.43M 1.45%
35,974
-875
11
$2.92M 1.23%
12,521
-2
12
$2.67M 1.13%
20,959
+4,160
13
$2.65M 1.12%
90,788
-1,353
14
$2.55M 1.07%
32,463
+4
15
$2.51M 1.06%
108,847
+1,095
16
$2.41M 1.02%
27,968
+307
17
$2.41M 1.02%
6,233
+2
18
$2.17M 0.91%
22,680
-40
19
$2.13M 0.9%
13,010
+2
20
$2.11M 0.89%
41,923
-4,916
21
$2.08M 0.88%
19,906
+189
22
$2.02M 0.85%
42,694
-218
23
$2.01M 0.85%
22,999
+1,678
24
$1.89M 0.8%
43,207
+550
25
$1.8M 0.76%
14,252
+920
1
2 3 4 5